In many manufacturing industries, products do not have a consistent or fixed weight. Although they are processed and tracked in standard units such as pieces, bags, boxes, or pallets, their true cost, material consumption, and sales value are determined by the actual weight. This is where Greytrix’s Catch Weight Management becomes essential for achieving accuracy,… Read More »
A Complementary Invoice in Sage X3 allows users to apply additional charges or costs to an existing Supplier Invoice. These could include tariffs, freight, or third-party service charges that need to be absorbed into inventory valuation, especially when using FIFO or Average Cost methods. IntroductionIn this guide, we will demonstrate how to create a Complementary… Read More »
In Sage X3, both users and sites play crucial roles within the system. For all transactions, selecting a site is mandatory. In some cases, the site can differ based on the transaction type, such as sales, purchase, or manufacturing, depending on the client’s requirements.Sage X3 provides functionality to restrict access to specific sites based on… Read More »
Signature workflow is a feature provided by Sage for Automatic signature for a record if it is modified or created by the first level user defined in the Assignment rule. Once the user sign’s the record you will see “Signed” against the user and is processed to the next level of user for signature defined… Read More »
Weighbridges are typically used to identify the weight of industrial vehicles and simultaneously, the weight of their contents such as net weight, gross weight, Truck No etc. The purpose of this weigh bridge integration is reading data from the weigh bridge software and flow the same data into the Sage X3 application. To achieve this,… Read More »
In sage x3, Sometimes there may be a requirement that not all the user should be able to post sales and purchase invoice, We can allow the restriction for the user for posting of sales and purchase invoice. With the steps provided below extra security can be set up in Sage X3 that will prohibit… Read More »
In Sage X3, we have a standard “PAN No” field in the Customer and Supplier master. One of our client requested to add one field i.e. “(Total) Invoice Amount” in the header level of Sales Invoice, Sales Order, Purchase Order and Purchase Invoice transaction screens which will reflect the total amount booked for the respective… Read More »
In Sage X3 we can control transaction creation by specifying the duration for which creation should be allowed. In order to prohibit the entry of invoices/credit memos Sage X3 provide a parameter level control where we can specify the duration for which sales transaction should be active these parameter set up is available for Sales,… Read More »
Sometimes we come across a scenario where user needs the purchase order to be closed only after certain conditions or never. Sage provides a functionality ‘PO line closing method’ which helps the user in setting them. Navigate: Parameter –> Parameter values –> Purchase Click on Rest Management — > PO line closing method Set the… Read More »
If you come across a scenario where you want to restrict product purchase to a certain buyer then Sage X3 provides a standard functionality ‘filter by buyer’. New Stuff: How to restrict users from modifying the X3 connection date. To set up this functionality: Step 1: Navigation Set up – Parameter Value – Purchase – Authorizations –… Read More »
